Contact Us

Terry Cole, CFP®, MBA

President
Advisory Associate

When I founded Senior Financial Advisors, Inc. in 1989, my goal was to provide my clients with independent advice and world-class service. I have found that preserving capital, moderating investment risk, and maintaining purchasing power are paramount objectives to retirees, rather than simply accumulating wealth. As someone who specializes in post-retirement planning, it is not my objective to help clients get rich. Rather, my job is to help make sure they don’t ever get poor.

I am able to help my clients move towards their goals through steadfast management of their investment portfolios while also helping to minimize their exposure to risk and volatility. I primarily work with clients on a fee-basis unless, based on a client’s individual situation, it is appropriate for me to be compensated as an investment broker.

Over the years, I have served on the Board of Directors and as President of the East King County Estate Planning Council. Through my service on the Council and my years working in this community, I have established close relationships with attorneys, CPAs, charitable giving officers, and similar professionals. When appropriate, I refer clients to these specialists for help dealing with wealth preservation.

If you are retired or nearing retirement, with investable assets of at least $500,000 please feel free to contact me for a complimentary evaluation. I can be reached toll free at (800) 243-7109. Or, email me at tcole@sfai.net.

James P. Furrow, CFP®

Vice President
Advisory Associate

With over 25 years in the financial services industry, I have founded my career on the trust earned from my clients by helping them grow, manage and preserve their wealth. I recognize that each client has unique needs, goals, dreams, priorities, and time horizons. My advice—and the financial strategies I recommend—take those objectives into consideration.

My mission is to help clients and their families achieve their lifetime and wealth transfer objectives through dedicated financial planning and superior service. I adhere to the strict code of ethics of my CERTIFIED FINANCIAL PLANNERTM Professional designation, maintaining a focus on quality, integrity, competence, and commitment.

I specialize in providing my clients with investment portfolio management, retirement plan rollover options, tax minimization, IRA and retirement plan distribution strategies, and estate planning services.
Are you retired or nearing retirement with minimum investable assets of $250,000?
Please feel free to contact me for a no cost, introductory conversation. I can be reached toll free at (800) 755-5621. Or, send me an email at jfurrow@sfai.net.

Michael Coe, MBA, AIF®

Vice President, CCO
Advisory Associate

In my 18 years of financial industry experience, I have always maintained the priority of putting the client first. A client-focused approach ensures that my recommended plan encompasses the client’s specific financial goals, time frame and risk tolerance.

Financial issues can be challenging to retirees when transitioning from asset accumulation to income generation. This often makes pre-retirement and retirement planning more complex and can create unique risks and opportunities. So I take the time to get to know each client’s individual situation. Then I use a holistic, collaborative approach to create a comprehensive plan that addresses the situation and helps pursue the client’s investment and retirement goals.

I received a BA in Business Administration from the University of Washington and an MBA from the University of Utah. I hold an Accredited Investment Fiduciary™ designation along with securities registrations and life/disability insurance licenses.

If you are retired or within 10 years of retirement, with investable assets of at least $250,000, feel free to contact me for a complimentary evaluation. I can be reached at (425) 635-0600, or e-mailed at mcoe@sfai.net.

Office Address

11911 NE 1st ST #312Bellevue, WA98005 United States

If you have additional questions about our firm or would like to request more information on a topic, please call us or send us an email.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisorrnetworks.com.